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Insert an activity

- [Instructor] If you've ever picked up…another salesperson's accounts,…then you know how important it is…to track as many touchpoints with the client as possible.…You also know the impact of remembering something personal…you might have talked about with the person, like,…I don't know, a vacation that they were having or…some sort of award that their kid was getting.…Let me show you how to create an activity…inside of an account, an opportunity, anywhere,…it doesn't matter.…You click on, in this case an opportunity,…since that's the chapter that we're in.…

And right here in the middle,…this is where you can add a post.…So for example, you could type in some sort of…a note that you wanted or you can follow the posts…that are happening with the account.…You can click on Activities, and you can add a phone call.…So maybe you called them up and this top part…is just a blank text field.…And you're saying that you left a voice mail…confirming that they received the quote…and you click OK.…You can also add a task that says…

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Author

Released

6/28/2017

Learn how to leverage the CRM side of Dynamics 365. Find out why entire sales teams—managers and associates—are using this intelligent business app to transform their pipelines. In this course, senior business analyst Tiffany Songvilay explores how to create sales workflows in Dynamics 365. She covers tracking customers and leads, monitoring the sales flow, marketing to leads, and reporting. Discover how to stay on top of changes to existing customers, follow up on opportunities, stay in touch with contacts using personalized email templates, and track all this data in customizable Dynamics 365 dashboards. Plus, learn how to create a hierarchy of accounts to concentrate on the most important deals.